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On August 11, CINNO Research's latest report indicated that in August, global LCD TV panel procurement demand showed a marginal recovery, driven by a sharp increase in stocking at the end of the year and price-for-volume strategies, but overall restoration efforts were limited. As the head panel factory continues to maintain high operating production, the industry's supply and demand pattern is still in a relaxed range. Overall panel prices continue to decline slightly, and the characteristics of structural differentiation in size continue to show. On the market side, panel prices may continue to decline in September, but the decline is expected to subside marginally. The core support comes from early pricing and sentiment support in anticipation of panel factories' vacations and production cuts in October. There is also a possibility that the market will stop falling in stages; there is a probability that prices will stabilize in October, and the overall trend is still uncertain.

Zhitongcaijing·08/11/2026 00:33:05
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On August 11, CINNO Research's latest report indicated that in August, global LCD TV panel procurement demand showed a marginal recovery, driven by a sharp increase in stocking at the end of the year and price-for-volume strategies, but overall restoration efforts were limited. As the head panel factory continues to maintain high operating production, the industry's supply and demand pattern is still in a relaxed range. Overall panel prices continue to decline slightly, and the characteristics of structural differentiation in size continue to show. On the market side, panel prices may continue to decline in September, but the decline is expected to subside marginally. The core support comes from early pricing and sentiment support in anticipation of panel factories' vacations and production cuts in October. There is also a possibility that the market will stop falling in stages; there is a probability that prices will stabilize in October, and the overall trend is still uncertain.